Product Information

ANKIT CHAUHAN

July 28, 2016 2 minute read

“Project Management” object is exposed from SAP Business One Version 9.2 PL03

“Project Management” object is exposed as a Service Type Object from SAP Business One Version 9.2 PL03. It is yet to be implemented in DTW.

Here is how to use the Project Management object using DI API:

1. Add a Project using DI API:

int absEntryOfCreatedProject = -1;
SAPbobsCOM.CompanyService oCompServ = null;
SAPbobsCOM.ProjectManagementService pmgService = null;

try
{

    oCompServ = (SAPbobsCOM.CompanyService)oCompany.GetCompanyService();
    pmgService = (SAPbobsCOM.ProjectManagementService)oCompServ.GetBusinessService(SAPbobsCOM.ServiceTypes.ProjectManagementService);
    SAPbobsCOM.PM_ProjectDocumentData project = (SAPbobsCOM.PM_ProjectDocumentData)pmgService.GetDataInterface(SAPbobsCOM.ProjectManagementServiceDataInterfaces.pmsPM_ProjectDocumentData);
    project.ProjectName = "ProjectByDI_01";
    project.Owner = 1;
    project.StartDate = new DateTime(2016, 2, 1);
    project.DueDate = new DateTime(2016, 11, 30);
    project.ClosingDate = new DateTime(2016, 12, 31);
    project.ProjectType = SAPbobsCOM.ProjectTypeEnum.pt_External;
    project.BusinessPartner = "C20000";
    project.ContactPerson = 2;
    project.Territory = 1;
    project.SalesEmployee = 5;
    project.AllowSubprojects = SAPbobsCOM.BoYesNoEnum.tYES;
    project.ProjectStatus = SAPbobsCOM.ProjectStatusTypeEnum.pst_Started;
    project.FinancialProject = "PRJ01";
    project.RiskLevel = SAPbobsCOM.RiskLevelTypeEnum.rlt_High;
    project.Industry = 1;
    project.Reason = "Test comment";
    project.AttachmentEntry = 1;
    SAPbobsCOM.PM_ProjectDocumentParams projectParam = pmgService.AddProject(project);
    absEntryOfCreatedProject = projectParam.AbsEntry;

}

catch (Exception ex)
{
    MessageBox.Show(ex.Message);
}

finally
{
    if (pmgService != null)
    {
        MessageBox.Show(absEntryOfCreatedProject.ToString());
        System.Runtime.InteropServices.Marshal.ReleaseComObject(pmgService);
    }
}

2. Update a Project by adding ‘Documents’ to ‘Stages’ using DI API:

SAPbobsCOM.CompanyService oCompServ = (SAPbobsCOM.CompanyService)oCompany.GetCompanyService();
SAPbobsCOM.ProjectManagementService pmgService = (SAPbobsCOM.ProjectManagementService)oCompServ.GetBusinessService(SAPbobsCOM.ServiceTypes.ProjectManagementService);
SAPbobsCOM.PM_ProjectDocumentParams projectToUpdateParam = pmgService.GetDataInterface(SAPbobsCOM.ProjectManagementServiceDataInterfaces.pmsPM_ProjectDocumentParams);

try
{
    projectToUpdateParam.AbsEntry = 1;
    SAPbobsCOM.PM_ProjectDocumentData project = pmgService.GetProject(projectToUpdateParam);
    SAPbobsCOM.PM_StagesCollection stagesCollection = project.PM_StagesCollection;
    SAPbobsCOM.PM_StageData stage = stagesCollection.Add();
    stage.StageType = 1;
    stage.StartDate = DateTime.Now;
    stage.CloseDate = stage.StartDate.AddDays(30);
    stage.Task = 1;
    stage.Description = "StageWithDocByDI_01";
    stage.ExpectedCosts = 150;
    stage.PercentualCompletness = 7;
    stage.IsFinished = SAPbobsCOM.BoYesNoEnum.tNO;
    stage.StageOwner = 5;
    stage.AttachmentEntry = 1;
    stage = stagesCollection.Add();
    stage.StageType = 2;
    stage.StartDate = DateTime.Now.AddMonths(1);
    stage.CloseDate = stage.StartDate.AddDays(30);
    stage.Task = 2;
    stage.Description = "StageWithDocByDI_02";
    stage.ExpectedCosts = 250;
    stage.PercentualCompletness = 8;
    stage.IsFinished = SAPbobsCOM.BoYesNoEnum.tNO;
    stage.StageOwner = 5;
    stage.DependsOnStage1 = 1;
    stage.StageDependency1Type = SAPbobsCOM.StageDepTypeEnum.sdt_Project;
    stage.DependsOnStageID1 = 1;

    SAPbobsCOM.PM_DocumentsCollection documentsCollection = project.PM_DocumentsCollection;
    SAPbobsCOM.PM_DocumentData document = documentsCollection.Add();
    document.StageID = 1;
    document.DocType = SAPbobsCOM.PMDocumentTypeEnum.pmdt_APCreditMemo;
    document.DocEntry = 7;
    pmgService.UpdateProject(project);
    MessageBox.Show("OK");
}

catch (Exception ex)
{
    MessageBox.Show(ex.Message);
}

finally
{
    if (pmgService != null)
    {
        System.Runtime.InteropServices.Marshal.ReleaseComObject(pmgService);
    }
}

3. Cancelling a Project using DI API:

SAPbobsCOM.CompanyService oCompServ = null;
SAPbobsCOM.ProjectManagementService pmgService = null;

try
{
    oCompServ = (SAPbobsCOM.CompanyService)oCompany.GetCompanyService();
    pmgService = (SAPbobsCOM.ProjectManagementService)oCompServ.GetBusinessService(ServiceTypes.ProjectManagementService);
    SAPbobsCOM.PM_ProjectDocumentParams projectToCancelParam = pmgService.GetDataInterface(ProjectManagementServiceDataInterfaces.pmsPM_ProjectDocumentParams);
    projectToCancelParam.AbsEntry = 1;
    pmgService.CancelProject(projectToCancelParam);
}
catch (Exception ex)
{
    throw new Exception(string.Format("Call PMG failed with error code: {0}", ex.Message));
}
finally
{
    if (pmgService != null)
    {
        System.Runtime.InteropServices.Marshal.ReleaseComObject(pmgService);
    }
}

4. Adding a SubProject using DI API:

try
{
    CompanyService oCompServ = (SAPbobsCOM.CompanyService)oCompany.GetCompanyService();
    ProjectManagementService phaService = (SAPbobsCOM.ProjectManagementService)oCompServ.GetBusinessService(ServiceTypes.ProjectManagementService);
    PM_SubprojectDocumentData subProject = phaService.GetDataInterface(ProjectManagementServiceDataInterfaces.pmsPM_SubprojectDocumentData);
    subProject.Owner = 4;
    subProject.SubprojectName = "SubProjectNameByDI_01_01";
    subProject.StartDate = new DateTime(2016, 5, 1);
    subProject.DueDate = new DateTime(2016, 5, 15);
    subProject.SubprojectEndDate = new DateTime(2016, 5, 31);
    subProject.ProjectID = 1;
    subProject.SubprojectType = 1;
    subProject.SubprojectContribution = 15;
    subProject.SubprojectStatus = SubprojectStatusTypeEnum.sst_Open;
    subProject.ActualCost = 50;
    subProject.PlannedCost = 200;
    SAPbobsCOM.PM_SubprojectDocumentParams subprojectParam = phaService.AddSubproject(subProject);
}
catch (Exception ex)
{
    throw new Exception(string.Format("Call failed with error code: {0}", ex.Message));
}
finally
{
    if (pmgService != null)
    {
        System.Runtime.InteropServices.Marshal.ReleaseComObject(pmgService);
    }
}

5. Updating a SubProject by adding Stages to it using DI API:

SAPbobsCOM.ProjectManagementService oProject = oCompany.GetCompanyService().GetBusinessService(SAPbobsCOM.ServiceTypes.ProjectManagementService);
SAPbobsCOM.PM_SubprojectDocumentData subProject1 = oProject.GetDataInterface(SAPbobsCOM.ProjectManagementServiceDataInterfaces.pmsPM_SubprojectDocumentData);
SAPbobsCOM.PM_SubprojectDocumentParams subProjectParam1 = oProject.GetDataInterface(SAPbobsCOM.ProjectManagementServiceDataInterfaces.pmsPM_SubprojectDocumentParams);
subProjectParam1.AbsEntry = 1;  //OPHA.AbsEntry
subProject1 = oProject.GetSubproject(subProjectParam1);
SAPbobsCOM.PMS_StagesCollection stagesCollection= subProject1.PMS_StagesCollection;
SAPbobsCOM.PMS_StageData stage = stagesCollection.Add();
stage.StageType = 3;  //PMC2.StageID
stage.StartDate = DateTime.Today.Date;
stage.Description = "My DI Test";
oProject.UpdateSubproject(subProject1);

Update: UDFs have been implemented for “PM_ProjectDocumentData”, “PM_StageData”, “PM_SubprojectDocumentData” since SAP Business One Version 9.3 PL01 .

17 Comments

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Kuldeep Kumar

August 14, 2016 at 6:54 pm

Thanks for sharing this... When we can use it in DTW?

Former Member

July 13, 2017 at 2:02 pm

Dear Kuldeep, we are well aware of this requirement, it is also tracked via https://ideas.sap.com/D35622.

Please subscribe to that idea in order to get informed as soon as it get updated.

Best regards, Peter

Former Member

February 7, 2018 at 1:59 pm

Delivered with SAP Business One 9.3 PL00

ANKIT CHAUHAN

Blog Post Author

March 22, 2017 at 3:00 pm

Update an existing ‘Stage’ for the existing Project Management Document, can be found here:

https://answers.sap.com/questions/160076/sap-business-one-project-management-stages-sdk.html

Kind regards,

ANKIT CHAUHAN

SAP SME Support

Former Member

April 21, 2017 at 5:04 pm

Hi Ankit,

Thanks for sharing.

Is it possible to update UDF values for PM_ProjectDocumentData or PM_SubprojectDocumentData?

Thanks,
Mark

ANKIT CHAUHAN

Blog Post Author

April 25, 2017 at 4:03 pm

Hi Former Member,

Currently, I do not find any possibility to do this. I will inform you about it as early as possible.

Kind regards,

ANKIT CHAUHAN

SAP SME Support

ANKIT CHAUHAN

Blog Post Author

April 28, 2017 at 9:54 am

Hi Former Member,

Currently, UDFs are not implemented for PM_ProjectDocumentData or PM_SubprojectDocumentData

Kind regards,

ANKIT CHAUHAN

SAP SME Support

Ngoc Nguyen Thanh

May 9, 2017 at 9:25 am

Hi ANKIT CHAUHAN,
Can you help give me demo adding Project management with DI API. I dont know how to use DI API with Project Management
Thanks.

ANKIT CHAUHAN

Blog Post Author

May 17, 2017 at 1:22 pm

Hi,

Sorry for the late reply!

To use the above mentioned program, you need to perform the following:

Create a company connection using DI API. For this, if you need a help, you need to install SAP Business One SDK and find the sample codes at the following location:C:\Program Files (x86)\SAP\SAP Business One SDK\Samples
Once the company connection is successful, you can use the above mentioned program as it is and notice what is being done by DI API. This can be observed from SAP Business One Client itself.

Hope it helps!

Kind regards,

ANKIT CHAUHAN

SAP SME Support

Ngoc Nguyen Thanh

May 18, 2017 at 2:44 am

Hi ANKIT,
Thank you so much
With sharing this, Can I use DI API import with file XML. Pls explain for me
Thanks

Mark van der Steen

June 8, 2018 at 12:30 pm

Hi,

Can you also give some examples for ProjectManagementConfigurationService.

Specialy the getTasks and addTasks?

Kind regards,

Mark

Tulio Enterlein

August 21, 2018 at 12:45 pm

Hi Ankit!

Firstly, thanks for your post and samples about Project Management. However, I have doubt about how to implement UDF in this code.

After installing SAP 9.3 PL5, I'm trying to integrate Project Management basead on your sample and update UDF, but an error is shown on my application:

Invalid Field Name

The line which is occuring the error:

project.UserFields.Item("U_ValorProj").Value = 5.0;

The field "U_ValorProj" was created correcly in Project Management as Numeric (16.9), but I have no idea how to fix it.

Besides that, I changed the field name to "ValorProj" but the error persists:

project.UserFields.Item("ValorProj").Value = 5.0;

Could you help me?

Best Regards

Tulio

Andres Ramirez Jaramillo

February 10, 2020 at 4:20 am

Hi ANKIT CHAUHAN
I need to use the PurchaseRequest object (1470000113), but it is not available in the PMDocumentTypeEnum
Thanks for any help

Andres Ramirez Jaramillo

ANKIT CHAUHAN

Blog Post Author

April 19, 2020 at 6:23 am

Hi Andres Ramirez Jaramillo,

Kindly help to test the issue in SAP Business One Version 9.3 PL13 or above. This issue appears to be fixed in SAP Business One Version 9.3 PL13 as mentioned in SAP Note 2860252.

Kind regards,

ANKIT CHAUHAN

SAP Business One Support

Marcin Kruszczak

April 1, 2020 at 8:07 pm

Greetings Ankit,

do you have any code samples on how to add/update subproject stages? (I mean – the OPHA ones)

… or you how to update the code provided by SAP?

tbh I’m a bit lost, im just trying to add new stages.

Thanks in advance for any help!

Rurangwa Schadrack

December 1, 2021 at 1:21 pm

Hi all,

What is the Project Type value in PHP or Java

In above example there is below code line

project.ProjectType = SAPbobsCOM.ProjectTypeEnum.pt_External;

I need to know in PHP or Java what I can replace with the following code

SAPbobsCOM.ProjectTypeEnum.pt_External;

Thank you

ANKIT CHAUHAN

Blog Post Author

December 1, 2021 at 1:46 pm

Hi Rurangwa Schadrack,

pt_External is supposed to have the value as 0 while pt_Internal as 1.

Hope it helps!

Kind regards,

ANKIT CHAUHAN

SAP Business One Support

Product Information

“Project Management” object is exposed from SAP Business One Version 9.2 PL03

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